FYI | May 27 2016
By Rudi Filapek-Vandyck, Editor FNArena
I like to question the ruling logic that goads the herd, or at the very least stimulate independent thinking. There's a big difference between playing market momentum as a short term trader and trying to figure out what the best asset purchases are for longer term investing.
Since 2012 I maintain my own feed of quotes, comments, responses and market insights via Twitter. Not everyone is on Twitter, which explains the requests to make my Twitter items also available through the newsfeed on the FNArena website.
Usually I combine all Tweets from the week past in one weekly story. Below are my Tweets from the week past. Enjoy.
Investors can follow me on Twitter via @filapek
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– Japan pushes for 'crisis' warning in G-7 communique http://bloom.bg/20Gmjs3
– Bell Potter initiates coverage Farm Pride Foods (FRM) with a Buy rating and target price of $2.44 #ausbiz #investing #stocks
– Trading Tip from Morgan Stanley: shares in Suncorp (SUN) to underperform Aussie market in next 60 days #ausbiz #investing #stocks
– Trading Tip from Morgan Stanley: Iluka Resources (ILU) shares to outperform its peers in next 30 days #ausbiz #investing #stocks
– Trading Tip from Morgan Stanley: QBE shares to outperform Aussie market in next 60 days #ausbiz #investing #stocks
– Goldman Sachs has removed Primary Healthcare (PRY) from its Conviction Sell list; upgrade to Neutral #ausbiz #investing #stocks
– Moelis sees a disconnect between growth on offer and share price valuation. Downgrades Navitas (NVT) to Sell. Target $4.86 #ausbiz #stocks
– Defensive growth stocks are expensive on historical precedents. This doesn't mean the trend is about to end http://bit.ly/1TKurqB #ausbiz
– Morgans: we think that Bellamy's (BAL) is extremely attractively priced for its growth profile, and relative to peers #ausbiz #investing
– Surprising, no doubt, Morgan Stanley retains year-end ASX200 target of 4800, despite further RBA rate cuts #ausbiz #investing #stocks
– And another one… Morgan Stanley lowers trough RBA cash rate to 1% #ausbiz #investing #stocks
– Look closer: 57% of #China AAA bond issuers have junk-like risks http://bloom.bg/1U7bn1y via @business
– The deadly comment nobody wants to see: do not rule out need for further capital. Morgans on Admedus (AHZ) #ausbiz #investing #stocks
– As stock prices have risen since the 1970s, so has income inequality http://bit.ly/1WNngAQ
– Morgan Stanley believes recovery share price Monadelphous (MND) all sentiment, no substance. Predicts de-rating ahead #ausbiz #investing
– Shaw & Partners initiates coverage on Gateway Lifestyle (GTY) with Buy and $2.91 price target #ausbiz #investing #stocks
– Citi warns #gold looks toppy if USD looks to strengthen again. PE multiples elevated vis-a-vis other #metals #ausbiz #investing #stocks
– Dennis Gartman feels uncomfortable as commercial shorts in #gold are as high as is typical for historic peaks #ausbiz #investing #stocks
– Macquarie warned on Flight Centre (FLT) last week. As it turns out, even Macquarie was still too positive #ausbiz #investing #stocks
– Dalian iron ore futures down 5% lowest since March 4th; Shangahi rebar down 4% #ausbiz
– Citi's response post investor briefing says it all: Woodside Petroleum (WPL) could be exciting in 2 years' time #ausbiz #investing #energy
You can add my regular Tweets on Twitter via @filapek
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